Institutional Capital Flight List exposed! 500 million capital fled to the leading securities companies

category:Finance
 Institutional Capital Flight List exposed! 500 million capital fled to the leading securities companies


After yesterdays net outflow of 3.654 billion, Beishang capital continued to flow out sharply in the morning. According to the quota calculation, the net outflow of Beishang capital in the early trading was 11.834 billion, including 6.067 billion from Shanghai Stock connect and 5.767 billion from Shenzhen Stock connect.

The overall net outflow of institutional funds was nearly 10 billion yuan, with the net outflow of securities companies and liquor industry leading the list. The net outflow of Dongfang fortune, Everbright Securities, CITIC Securities and Wuliangye almost exceeded 500 million yuan. In the early trading, there were 17 stocks with a net outflow of 100 million yuan. Except for the military industry company AVIC Shenfei, which rose sharply against the trend, the remaining 16 stocks fell.

Among them, Everbright Securities institutions had a net outflow of 512 million yuan, with the share price down by more than 9%; the tax-free concept shares, Chinas central immune institutions, had a net outflow of more than 400 million yuan, with the share price down by nearly 9%; CAITONG securities, Zhifei biology and Guohai Securities all fell by more than 6.5%.

The first batch of science and Technology Innovation Board companies concentrated to reduce their holdings, and the Kechuang 50 index fell sharply

In terms of market performance, all of the above nine sci tech Innovation Board stocks fell in the morning trading today. Among them, Guangfeng technology declined significantly, reaching 9.1%, while Walder and Western superconductor both fell more than 7%. In fact, the expected reduction in holdings, in yesterdays market has been reflected, in addition to the new light, the remaining 8 shares yesterday showed a different range of decline.

29 shares were increased by more than 5% month on month

In the release of China Daily, institutional positions have also been exposed, including all fund positions. According to the statistics of securities times and data treasure, the market value of fund positions increased by more than 190 billion at the end of the second quarter compared with the end of the first quarter. It can be seen from the disclosed individual stocks that the market value of social security fund and sunshine private placement increased in varying degrees.

According to the statistics of data treasure, 29 shares of public offering fund positions were increased by a large amount, and the shareholding ratio increased by more than 5% month on month at the end of the second quarter. There were 5 Science and technology innovation board stocks, including daotong technology, excellent new energy, medium and micro companies, etc.

From the perspective of the proportion of additional positions, daotong technology, which ranked first in terms of the month on month increase of funds, accounted for more than 15%, and its net profit in the first half of the year was 62 million yuan, a year-on-year increase of 42.56%; the second was Chunfeng power, which was increased by 11.05% on a month on month basis, and the net profit in the first half of the year increased by nearly 170%. In addition, Shanghai silicon industry-u and Heshun oil were increased by more than 10% month on month.

Among them, Shanghai silicon industry-u, a new IPO listed in April, is newly held by the fund. In addition, the new shares held by the fund include Hailong cold chain, Beimo hi tech and Yituo.

11 companies received social security fund, public offering fund or sunshine private placement

Up to now, only 37 companies have disclosed interim reports. The net profit growth rate of muyuan shares, RuiChuang micro nano, Nanwei shares and Guanhao biology all exceeded 200% in the first half of the year. Although the performance of muyuan shares increased more than 70 times in the first half of the year, the proportion of fund positions decreased by 3.56% month on month at the end of the second quarter; RuiChuang micro Na, a science and technology innovation board company, was increased by both social security fund and public fund in the second quarter; Guanhao biological Co., Ltd. was increased by sunshine private placement.

According to the statistics of data bank, only 11 stocks have received social security fund, public fund or sunshine private placement. Among them, only RuiChuang Weina and Changxin technology have been awarded the month on month increase of social security fund; the public raised fund has increased the position of Hailong cold chain, Shengnong development, RuiChuang micro Na, etc., of which, the proportion of Hailong cold chain is as high as 9.26%; only Guanhao biology and Western Mining Co., Ltd. have been added by sunshine private placement. These 11 stocks were profitable in the first half of the year, but the performance of western mining, Xilinmen and Shengnong declined.

From the perspective of market performance, from the beginning of the year to the latest closing date (July 23), the stock prices of Aidi precision, Anyue smart power and Hailong cold chain doubled, the shares of Guanhao bio and RuiChuang micro nano increased by more than 80%, and the shares of Xilinmen fell by more than 30% during the year. (Zhang JUANJUAN, databao)

Source: Securities Times editor in charge: Yang Qian_ NF4425